Position in BBD
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$60,790
-$168 QoQ
Shares Held
17,519
+4.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#220
of 303 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BBD Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $62,351,813 across 60 Banks - Regional names. BBD ranks #60 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | QCRH |
Qcr Holdings Inc
|
64,910 | $6,318,988 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
18,337 | $4,514,936 | |
| 3 | USB |
US Bancorp De
|
69,476 | $4,196,350 | |
| 4 | FITB |
Fifth Third Bancorp
|
73,291 | $4,131,413 | |
| 5 | TFC |
Truist Financial Corp
|
64,617 | $3,219,218 | |
| 6 | MTB |
M&T Bank Corp
|
11,256 | $2,679,040 | |
| 7 | RF |
Regions Financial Corp
|
72,185 | $2,179,987 | |
| 8 | HDB |
Hdfc Bank Ltd
|
80,347 | $2,075,363 |
All Filings in BBD
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $60,790 | 17,519 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $60,958 | 16,701 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $52,663 | 15,815 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $59,697 | 17,662 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $55,836 | 18,070 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $36,661 | 16,440 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $34,954 | 18,301 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $44,201 | 16,617 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $47,423 | 21,171 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $86,226 | 30,149 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $118,636 | 33,896 | Shares | Defined | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||